Menu

Category: All

Applied soars; KLA’s tools; Firm buys last U.S. wafer maker.

August 19, 2016
| No Comments
| Categories: All, OEMs

Applied Materials reported its results for the third quarter ended July 31. Net sales of $2.82 billion were up 15{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} sequentially and up 13{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} year over year. “AMAT reported impressive upside in July quarter and guided October quarter well ahead of expectations as the company is seeing sizable tailwinds across: 1) WFE uptick driven by foundry and NAND orders; 2) strong growth in display driven by OLED ramps; 3)…

Read More

South Korea’s Exports to China Fell for 13th Consecutive Month

August 18, 2016
| No Comments
| Categories: All, China

SEOUL, KOREA 18 August 2016 – 10:45am Jung Suk-yee The Korea International Trade Association announced on August 17 that South Korea’s exports to China totaled US$10.129 billion in July this year, down 9.4{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} from a year ago, and showed a negative year-on-year growth for the 13th consecutive month. South Korea’s exports to China fell by 6.5{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} in July 2015 and the rate of decrease rose to 16.5{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} in December…

Read More

Intel Is Now A Threat To TSMC, GlobalFoundries And Samsung

August 17, 2016
| No Comments
| Categories: All, Technology

Summary Intel is poised to become the next go-to chip manufacturing service provider for OEMs who need ARM-based processors. The company’s 10-nanometer FinFET process is compatible with ARM’s Artisan Physical IP – the industry standard for creating Cortex ARM processors. Intel’s fabs will be able to produce fully-compliant 10-nm ARM-based processors. LG Electronics has signed up to use Intel’s 10-nm process to make ARM-based mobile processors. An ARM Artisan-compliant,…

Read More

Infineon tops power semiconductor market, followed by TI and ST, after 2.6{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} decline to $34b in 2015

August 15, 2016
| No Comments
| Categories: All, Technology

Overall revenue for the power semiconductor market globally fell by 2.6{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} to $34bn in 2015, due primarily to macroeconomic factors and application-specific issues, according to IHS Markit’s ‘Power Semiconductor Market Share Report – 2016′ (which this year includes power ICs for the first time, as well as discrete power semiconductors and power semiconductor modules). Specifically, discrete power semiconductor product revenue declined 10.1{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} and power module revenues fell by 11.4{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f},…

Read More

Unlike Intel And TSMC Samsung Electronics’ Semiconductor Investment Expected to Shrink in H2 Year on Year

August 12, 2016
| No Comments
| Categories: All, Technology

SEOUL, KOREA 10 August 2016 – 11:45am Cho Jin-young According to IC Insights, a market survey organization, in the second half of this year, the total CAPEX of the Big 3 in the global semiconductor industry is forecast to reach US$19.989 billion, up 90{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} from the first half. It is forecast that the semiconductor division of Samsung Electronics will invest US$ 7.561 billion, an increase of 120{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} from US$3.439…

Read More

Chinese smelter capacity to continue growing despite a tightening copper concentrates market

August 1, 2016
| No Comments
| Categories: All, China

CHUNLAN LI 01 AUGUST 2016 Although copper prices have fallen by over 50{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} since they reached a peak in 2011, Chinese copper smelters have not reduced the pace of capacity expansion, thanks to historically high treatment and refining charges (TC/RCs) over the same period. Despite excess smelting capacity and progressively tighter concentrate markets, we expect the Chinese smelting industry to continue growing during the next four years. In fact,…

Read More

New Source of Helium Found In Tanzania!

June 30, 2016
| No Comments
| Categories: All

“A new approach to gas exploration has discovered a huge helium gas field, which could address the increasingly critical shortage of this vital yet rare element. Now, a research group from Oxford and Durham universities, working with Helium One, a helium exploration company headquartered in Norway, has developed a brand new exploration approach. The first use of this method has resulted in the discovery of a world-class helium gas…

Read More

Anticipated Impact on NEON: US Tariffs on China Steel Increased Further

May 27, 2016
| No Comments
| Categories: All, China

China is critical to the electronic supply chain, especially for noble gases like NEON.  Reduction in China steel production means reduced Neon supply, a by-product of the ASUs which support steel factories with oxygen. Recently, the U.S. Department of Commerce imposed even more duties on steel imports from China. The longer this tariff is in place the more likely Chinese Neon production capacity will be negatively impacted. For details on the…

Read More

What’s happening to Japan’s semiconductor industry?

April 18, 2016
| No Comments
| Categories: All

The 2016 global semiconductor market is forecast to decrease by 2.4 percent from the previous year according to the World Semiconductor Trade Statistics (WSTS). SEMI forecasts that the global semiconductor manufacturing equipment market will be effectively flat this year. However, SEMI also forecasts double-digit growth in 2017 with significant new fab construction starts in 2016 and 2017 that will drive later equipment. The forecast foresees the Japan market will…

Read More

0

Your Cart